MMPW
Mitchell McLeod Pugh & Williams’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.19M | Buy |
31,688
+63
| +0.2% | +$18.3K | 1.71% | 9 |
|
|
2025
Q1 | $7.76M | Sell |
31,625
-78
| -0.2% | -$19.1K | 1.6% | 10 |
|
|
2024
Q4 | $7.6M | Sell |
31,703
-1,398
| -4% | -$335K | 1.59% | 10 |
|
|
2024
Q3 | $6.98M | Sell |
33,101
-268
| -0.8% | -$56.5K | 1.46% | 10 |
|
|
2024
Q2 | $6.75M | Buy |
33,369
+25
| +0.1% | +$5.06K | 1.54% | 10 |
|
|
2024
Q1 | $6.68M | Sell |
33,344
-18
| -0.1% | -$3.61K | 1.61% | 8 |
|
|
2023
Q4 | $5.67M | Buy |
33,362
+104
| +0.3% | +$17.7K | 1.5% | 8 |
|
|
2023
Q3 | $4.82M | Buy |
33,258
+541
| +2% | +$78.5K | 1.42% | 8 |
|
|
2023
Q2 | $4.76M | Sell |
32,717
-999
| -3% | -$145K | 1.38% | 10 |
|
|
2023
Q1 | $4.39M | Buy |
33,716
+475
| +1% | +$61.9K | 1.37% | 12 |
|
|
2022
Q4 | $4.46M | Sell |
33,241
-284
| -0.8% | -$38.1K | 1.51% | 12 |
|
|
2022
Q3 | $3.5M | Buy |
33,525
+923
| +3% | +$96.4K | 1.35% | 15 |
|
|
2022
Q2 | $3.67M | Sell |
32,602
-618
| -2% | -$69.6K | 1.42% | 13 |
|
|
2022
Q1 | $4.53M | Sell |
33,220
-158
| -0.5% | -$21.5K | 1.52% | 12 |
|
|
2021
Q4 | $5.29M | Buy |
33,378
+477
| +1% | +$75.5K | 1.75% | 7 |
|
|
2021
Q3 | $5.39M | Buy |
32,901
+780
| +2% | +$128K | 2% | 5 |
|
|
2021
Q2 | $5M | Sell |
32,121
-74
| -0.2% | -$11.5K | 1.92% | 6 |
|
|
2021
Q1 | $4.9M | Buy |
32,195
+905
| +3% | +$138K | 2.05% | 5 |
|
|
2020
Q4 | $3.98M | Buy |
31,290
+98
| +0.3% | +$12.5K | 1.83% | 6 |
|
|
2020
Q3 | $3M | Buy |
31,192
+417
| +1% | +$40.1K | 1.54% | 9 |
|
|
2020
Q2 | $2.9M | Buy |
30,775
+4,696
| +18% | +$442K | 1.65% | 9 |
|
|
2020
Q1 | $2.35M | Buy |
26,079
+1,548
| +6% | +$139K | 1.81% | 7 |
|
|
2019
Q4 | $3.42M | Buy |
24,531
+536
| +2% | +$74.7K | 2.15% | 3 |
|
|
2019
Q3 | $2.82M | Buy |
23,995
+410
| +2% | +$48.3K | 1.91% | 4 |
|
|
2019
Q2 | $2.64M | Sell |
23,585
-296
| -1% | -$33.1K | 1.81% | 5 |
|
|
2019
Q1 | $2.42M | Buy |
23,881
+995
| +4% | +$101K | 1.68% | 7 |
|
|
2018
Q4 | $2.23M | Buy |
22,886
+189
| +0.8% | +$18.4K | 1.79% | 6 |
|
|
2018
Q3 | $2.56M | Sell |
22,697
-63
| -0.3% | -$7.11K | 1.72% | 6 |
|
|
2018
Q2 | $2.37M | Buy |
22,760
+64
| +0.3% | +$6.67K | 1.67% | 8 |
|
|
2018
Q1 | $2.5M | Buy |
22,696
+835
| +4% | +$91.8K | 1.79% | 4 |
|
|
2017
Q4 | $2.34M | Buy |
21,861
+2,566
| +13% | +$274K | 1.62% | 6 |
|
|
2017
Q3 | $1.84M | Sell |
19,295
-77
| -0.4% | -$7.36K | 1.36% | 10 |
|
|
2017
Q2 | $1.77M | Buy |
19,372
+202
| +1% | +$18.5K | 1.34% | 11 |
|
|
2017
Q1 | $1.68M | Sell |
19,170
-49
| -0.3% | -$4.3K | 1.32% | 12 |
|
|
2016
Q4 | $1.66M | Buy |
19,219
+1,055
| +6% | +$91K | 1.34% | 13 |
|
|
2016
Q3 | $1.21M | Buy |
18,164
+27
| +0.1% | +$1.8K | 1.06% | 25 |
|
|
2016
Q2 | $1.13M | Buy |
18,137
+24
| +0.1% | +$1.49K | 1.02% | 24 |
|
|
2016
Q1 | $1.07M | Buy |
18,113
+27
| +0.1% | +$1.6K | 1.04% | 27 |
|
|
2015
Q4 | $1.19M | Buy |
18,086
+108
| +0.6% | +$7.13K | 1.19% | 20 |
|
|
2015
Q3 | $1.1M | Buy |
17,978
+3,071
| +21% | +$187K | 1.13% | 21 |
|
|
2015
Q2 | $1.01M | Buy |
14,907
+640
| +4% | +$43.4K | 0.93% | 32 |
|
|
2015
Q1 | $864K | Sell |
14,267
-420
| -3% | -$25.4K | 0.79% | 38 |
|
|
2014
Q4 | $919K | Buy |
+14,687
| New | +$919K | 0.85% | 38 |
|